-
By Marc Zeitoun, CFA, Rydex|SGI |
April 10, 2012
Rydex AdvisorBenchmarking survey finds advisors are focusing on better defining their services to help differentiate themselves.
-
By Marc Zeitoun, CFA, Rydex|SGI |
December 8, 2011
The latest AdvisorBenchmarking survey shows big increases in advisor use of face-to-face meetings and telephone calls with clients, while they remain skittish on social media.
-
By James J. Green, AdvisorOne |
November 28, 2011
“RIAs perform the most sophisticated due diligence,” Marc Zeitoun of Guggenheim flatly stated in a conversation during the Schwab Impact conference in San Francisco.